TRAILHEAD COMMUNITY HEALTH FUND OF GREATER AKRON: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TRAILHEAD COMMUNITY HEALTH FUND OF GREATER AKRON (EIN 34-1887844)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202223149349302292
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T09:39:31-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIR STE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341887844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMA HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 2343125867 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 GORGE BLVD | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44310 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAWN AHNER | PersonNm |
| Person Title | SR VP, CFO, TREAS | PersonTitleTxt |
| Phone | 2343125867 | PhoneNum |
| Signature | 2022-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAWN | PersonFirstNm |
| Person Last | AHNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Preparation | 2022-11-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | T CLIFFORD DEVENY MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 GORGE BLVD | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44310 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $478,044,120 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 5864 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SUMMAHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF SUMMA HEALTH IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO OUR PATIENTS AND TO CONTRIBUTE TO A HEALTHIER COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 1089 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $670,969 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $223,781 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,587,855 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,230,930 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $151,921,291 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $174,286,252 | CYProgramServiceRevenueAmt |
| PY Investment Income | $393,145 | PYInvestmentIncomeAmt |
| CY Investment Income | $57,058,273 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,555,099 | PYOtherRevenueAmt |
| CY Other Revenue | $408,638 | CYOtherRevenueAmt |
| PY Total Revenue | $166,457,390 | PYTotalRevenueAmt |
| CY Total Revenue | $248,984,093 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $420,621 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $308,571 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $63,878,363 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $78,250,401 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $82,010,969 | PYOtherExpensesAmt |
| CY Other Expenses | $89,794,032 | CYOtherExpensesAmt |
| PY Total Expenses | $146,309,953 | PYTotalExpensesAmt |
| CY Total Expenses | $168,353,004 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,147,437 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $80,631,089 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,226,509,582 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,250,438,155 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $792,977,840 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $742,395,713 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $433,531,742 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $508,042,442 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF SUMMA HEALTH IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO PATIENTS AND MEMBERS AND CONTRIBUTE TO A HEALTHIER COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $141,354,097 | ExpenseAmt |
| Grant | $308,571 | GrantAmt |
| Revenue | $170,234,539 | RevenueAmt |
| Desc | SUMMA HEALTH DIRECTS AND SUPPORTS THE PROGRAMS AND ACTIVITIES OF THE CONSOLIDATED SUMMA HEALTH ENTITIES SO THAT ALL SUMMA HEALTH RESOURCES AND ASSETS ARE BEST ALLOCATED AND UTILIZED FOR THE BENEFIT OF THE COMMUNITY. SUMMA HEALTH REPRESENTS THE COLLABORATIVE EFFORTS OF HEALTH CARE PROVIDERS TO BETTER ADMINISTER, MANAGE, PROVIDE AND PLAN FOR THE DELIVERY OF A FULL-RANGE OF HEALTH CARE SERVICES TO ALL PERSONS WITHIN THE COMMUNITIES SERVED BY SUMMA HEALTH WITHOUT REGARD TO THE RACE, SEX, CREED, COLOR, NATIONAL ORIGIN OR ECONOMIC STATUS OF SUCH PERSONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,628,618 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,051,713 | RevenueAmt |
| Desc | SUMMA HEALTH NETWORK, LLC, A DISREGARDED ENTITY OF SUMMA HEALTH, PARTNERS WITH COMMUNITY PHYSICIANS, REGIONAL AND NATIONAL PAYERS TO IMPROVE THE CLINICAL QUALITY AND EFFICIENCY OF CARE, LOWER THE COST OF CARE TO PATIENTS AND EMPLOYERS AND ASSIST PHYSICIANS WITH TECHNOLOGY AND RESOURCES NECESSARY TO ACHIEVE THESE GOALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $144,982,715 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 738 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1089 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWN AHNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2343125871 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 GORGE BLVD | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44310 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| T CLIFFORD DEVENY MD | |||||||||
| PRESIDENT & CEO | 46.00 | 4.00 | Yes (X) | Yes (X) | $1,322,923 | $0 | $206,790 | ||
| PETER BITTENBENDER MD | |||||||||
| DIRECTOR, CLINICAL PHYSICIAN | 2.00 | 52.00 | Yes (X) | $0 | $757,437 | $33,881 | |||
| LYNN HAMRICH MD | |||||||||
| DIRECTOR, CLINICAL PHYSICIAN | 2.00 | 52.00 | Yes (X) | $0 | $279,136 | $38,879 | |||
| GEORGE STRICKLER | |||||||||
| DIRECTOR AND CHAIRMAN | 4.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS BROWNING | |||||||||
| DIRECTOR AND VICE CHAIR | 4.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RAMONA HOOD | |||||||||
| DIRECTOR (START 1/2021) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ORRY JACOBS | |||||||||
| DIRECTOR (START 1/2021) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN COMUNALE | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA FACIANA | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP KAUFMANN | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| COSTAS KEFALAS MD | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH T COLEMAN | |||||||||
| TREASURER, SR VP, CFO | 46.00 | 4.00 | Yes (X) | $623,567 | $0 | $98,019 | |||
| ROBERT A GERBERRY | |||||||||
| SECRETARY/GENERAL COUNSEL | 46.00 | 4.00 | Yes (X) | $493,592 | $0 | $80,183 | |||
| MARK TERPYLAK DO | |||||||||
| SR. VP POPULATION HEALTH | 4.00 | 46.00 | $616,232 | $0 | $484,681 | Yes (X) | |||
| BENJAMIN P SUTTON | |||||||||
| CHIEF STRATEGY OFF., & PRES. | 46.00 | 4.00 | $517,877 | $0 | $94,948 | Yes (X) | |||
| ELBRIDGE LOCKLEAR | |||||||||
| SR. VP CIO (START 3/2021) | 52.00 | 0.00 | $355,659 | $0 | $51,735 | Yes (X) | |||
| ANTHONY COLLY | |||||||||
| SR. VP HUMAN RESOURCES | 50.00 | 0.00 | $292,719 | $0 | $44,167 | Yes (X) | |||
| KENNETH WATERS | |||||||||
| INTERIM SR. VP, CIO (END 4/2021) | 50.00 | 0.00 | $221,499 | $0 | $42,850 | Yes (X) | |||
| CYNTHIA S KELLEY DO | |||||||||
| VP MEDICAL EDUCATION | 50.00 | 0.00 | $363,027 | $0 | $27,492 | Yes (X) | |||
| ED FRIEDL | |||||||||
| VP, CONSTRUCTION | 50.00 | 0.00 | $293,551 | $0 | $35,335 | Yes (X) | |||
| JENNIFER EATON | |||||||||
| VP RESEARCH | 50.00 | 0.00 | $291,015 | $0 | $30,626 | Yes (X) | |||
| JUSTIN CATLETT | |||||||||
| VP, CHIEF MEDICAL INFORMATION OFFICER | 50.00 | 0.00 | $252,346 | $0 | $37,784 | Yes (X) | |||
| MICHELLE BISSON | |||||||||
| VP, MARKETING AND COMMUNICATIONS | 50.00 | 0.00 | $254,188 | $0 | $35,839 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,898,195 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,036,573 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,343,209 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 119 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERCY HEALTH | |||||
| 1701 MERCY HEALTH PLACE | CINCINNATI | OH | 45229 | IT&S SERVICES | $13,411,180 |
| QUALIVIS LLC | |||||
| 2000 CENTER POINT RD STE 2285 | COLUMBIA | SC | 29210 | MEDICAL SERVICES | $13,111,443 |
| TRELLIS RX LLC | |||||
| 1175 PEACHTREE STREET NE | ATLANTA | GA | 30361 | MEDICAL SERVICES | $9,740,913 |
| PROFESSIONAL ANESTHESIA SERVICE | |||||
| 190 NORTH UNION STREET | AKRON | OH | 44304 | MEDICAL SERVICES | $8,540,484 |
| CERNER CORPORATION | |||||
| 2800 ROCKCREEK PARKWAY | N KANSAS CITY | MO | 64117 | IT&S SERVICES | $5,376,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 377 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $263,878 | FundraisingAmt |
| Related Organizations | $12,842,550 | RelatedOrganizationsAmt |
| All Other Contributions | $4,124,502 | AllOtherContributionsAmt |
| Noncash Contributions | $938,418 | NoncashContributionsAmt |
| Total Contributions | $17,230,930 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CORP. ALLOCATION FEES | 541610 | $160,753,476 | $160,753,476 | |
| PROGRAM RELATED INVEST | 900003 | $8,458,210 | $7,951,023 | $507,187 |
| HEALTHCARE REVENUE | 524298 | $4,051,713 | $4,051,713 | |
| RESEARCH | 541700 | $634,117 | $634,117 | |
| RENT INCOME,AFFILIATES | 531120 | $367,982 | $204,200 | $163,782 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,754 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,754 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $174,286,252 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,610,573 | TotalRevenueColumnAmt |
| Exclusion | $20,610,573 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,427 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,427 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,427 | TotalRevenueColumnAmt |
| Exclusion | $8,427 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $265,359,516 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $228,911,816 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,447,700 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,447,700 | TotalRevenueColumnAmt |
| Exclusion | $36,447,700 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $61,196 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $263,878 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $148,211 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$87,015 | TotalRevenueColumnAmt |
| Exclusion | -$87,015 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| PURCHASE DISCOUNTS/FEE | 621990 | $257,631 | $257,631 |
| FEES EARNED | 621990 | $49,350 | $49,350 |
| SETTLEMENT | 621990 | $25,000 | $25,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,245 | TotalRevenueColumnAmt |
| Exclusion | $155,245 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $487,226 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $248,984,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $173,615,283 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $670,969 | UnrelatedBusinessRevenueAmt |
| Exclusion | $57,466,911 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,477 | TotalAmt |
| Program Services | $266,477 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,094 | TotalAmt |
| Program Services | $42,094 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,547,441 | TotalAmt |
| Program Services | $2,881,341 | ProgramServicesAmt |
| Management And General | $2,666,100 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,405 | TotalAmt |
| Program Services | $91,060 | ProgramServicesAmt |
| Management And General | $17,345 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,161,241 | TotalAmt |
| Program Services | $49,695,442 | ProgramServicesAmt |
| Management And General | $9,465,799 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,026,521 | TotalAmt |
| Program Services | $975,195 | ProgramServicesAmt |
| Management And General | $51,326 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,205,233 | TotalAmt |
| Program Services | $7,794,971 | ProgramServicesAmt |
| Management And General | $410,262 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,201,560 | TotalAmt |
| Program Services | $3,991,482 | ProgramServicesAmt |
| Management And General | $210,078 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,479 | TotalAmt |
| Program Services | $89,755 | ProgramServicesAmt |
| Management And General | $4,724 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,523,597 | TotalAmt |
| Management And General | $2,523,597 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,752 | TotalAmt |
| Management And General | $594,752 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,650 | TotalAmt |
| Management And General | $102,650 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,517,801 | TotalAmt |
| Management And General | $1,517,801 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,363,144 | TotalAmt |
| Program Services | $14,932,304 | ProgramServicesAmt |
| Management And General | $2,430,840 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,977,655 | TotalAmt |
| Program Services | $5,678,772 | ProgramServicesAmt |
| Management And General | $298,883 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,324,772 | TotalAmt |
| Program Services | $5,058,533 | ProgramServicesAmt |
| Management And General | $266,239 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,103,899 | TotalAmt |
| Program Services | $34,298,704 | ProgramServicesAmt |
| Management And General | $1,805,195 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,671,162 | TotalAmt |
| Program Services | $2,537,604 | ProgramServicesAmt |
| Management And General | $133,558 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,061 | TotalAmt |
| Program Services | $60,858 | ProgramServicesAmt |
| Management And General | $3,203 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,723 | TotalAmt |
| Program Services | $449,087 | ProgramServicesAmt |
| Management And General | $23,636 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $806,431 | TotalAmt |
| Program Services | $766,109 | ProgramServicesAmt |
| Management And General | $40,322 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,205,024 | TotalAmt |
| Program Services | $9,694,773 | ProgramServicesAmt |
| Management And General | $510,251 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,246,251 | TotalAmt |
| Program Services | $1,183,938 | ProgramServicesAmt |
| Management And General | $62,313 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ACO ADMINISTRATIVE FEE | $1,895,687 | $1,895,687 | |
| MATERIALS AND SUPPLIES | $1,094,099 | $1,039,394 | $54,705 |
| DUES & LICENSES | $856,202 | $856,202 | |
| TAX EXPENSE | $139,714 | $139,714 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,929 | TotalAmt |
| Program Services | $702,933 | ProgramServicesAmt |
| Management And General | $36,996 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,353,004 | TotalAmt |
| Program Services | $144,982,715 | ProgramServicesAmt |
| Management And General | $23,370,289 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,602,055 | BOYAmt |
| EOY | $40,350,664 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,694,748 | BOYAmt |
| EOY | $30,085,981 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,165,148 | BOYAmt |
| EOY | $2,853,035 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,782,861 | BOYAmt |
| EOY | $2,645,342 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,866,227 | BOYAmt |
| EOY | $8,461,767 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $120,712,217 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $80,128,426 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,774,084 | BOYAmt |
| EOY | $40,583,791 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $839,446,925 | BOYAmt |
| EOY | $899,654,299 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,782,241 | BOYAmt |
| EOY | $166,365,406 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,891,688 | BOYAmt |
| EOY | $48,834,264 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,503,605 | BOYAmt |
| EOY | $10,603,606 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,226,509,582 | BOYAmt |
| EOY | $1,250,438,155 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,859,521 | BOYAmt |
| EOY | $83,171,175 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709,204 | BOYAmt |
| EOY | $459,204 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609,651 | BOYAmt |
| EOY | $713,021 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,799,464 | BOYAmt |
| EOY | $658,052,313 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,977,840 | BOYAmt |
| EOY | $742,395,713 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,243,216 | BOYAmt |
| EOY | $447,025,131 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,288,526 | BOYAmt |
| EOY | $61,017,311 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $433,531,742 | BOYAmt |
| EOY | $508,042,442 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,226,509,582 | BOYAmt |
| EOY | $1,250,438,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $80,631,089 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $28,235,261 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$34,355,650 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| SUMMA HEALTH SYSTEM | ||||
| 340714755 | 3 | 0 | $0 | $0 |
| SUMMA FOUNDATION | ||||
| 341219001 | 7 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 1 | SUMMA FOUNDATION IS DESIGNATED AS A SUPPORTED ORGANIZATION BY NAME. THE ARTICLES OF INCORPORATION DESIGNATES THE OTHER SUPPORTED ORGANIZATIONS, BY CLASS AND PURPOSE, TO INCLUDE ANY OTHER HOSPITAL, HEALTH CARE PROVIDER OR OTHER ENTITY THAT QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION WITHIN THE MEANING OF SECTIONS 509(A)(1) OR 509(A)(2) OF THE INTERNAL REVENUE CODE, THAT IS AFFILIATED WITH THE INTEGRATED HEALTH CARE DELIVERY SYSTEM OPERATED AND MANAGED BY SUMMA HEALTH, AND THAT IS RELATED TO SUMMA HEALTH IN A MANNER DESCRIBED IN SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. |
| PART IV, SECTION A, LINE 6 | IN 2021, SUMMA HEALTH PROVIDED $250,000 IN SUPPORT TO THE UNIVERSITY OF AKRON FOR MISSION SUPPORT. THIS ORGANIZATION PROVIDES DIRECT SUPPORT TO PATIENTS OF SUMMA HEALTH SYSTEM, A SUPPORT ORGANIZATION OF SUMMA HEALTH. |
| PART IV, SECTION C, LINE 1 | THE MANAGEMENT OF THE SUPPORTING AND THE SUPPORTED ORGANIZATIONS RESIDES IN THE SAME MANAGEMENT GROUP. THE SUMMA HEALTH PRESIDENT AND CEO SERVES AS A DIRECTOR FOR BOTH SUMMA HEALTH AND THE SUPPORTED ORGANIZATIONS. THE INDIVIDUAL WHO HOLDS THE SUMMA HEALTH CFO POSITION IS AN OFFICER FOR BOTH SUMMA HEALTH AND EACH OF THE SUPPORTED ORGANIZATIONS, AND THE INDIVIDUAL WHO SERVES AS SECRETARY AND GENERAL COUNSEL IS AN OFFICER FOR BOTH SUPPORTED ORGANIZATIONS. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $34,756 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $67,894 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $102,650 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT ON LINE 1(F) REPRESENTS THE PORTION OF ANNUAL DUES TO THE AMERICAN HOSPITAL ASSOCIATION ALLOCABLE TO LOBBYING ACTIVITIES. SUMMA HEALTH SERVED AS THE PRIMARY PROVIDER FOR COVID PATIENTS RESIDING WITHIN THE GREATER AKRON REGION IN 2021. THE OMICRON SURGE SENT AN OVERWHELMING NUMBER OF INDIVIDUALS TO SUMMA FOR CARE AND SERVICES. OHIO GOVERNOR MIKE DEWINE ULTIMATELY DEPLOYED THE NATIONAL GUARD TO SUMMA TO HELP SERVE PATIENTS. FEMA ALSO ACTIVATED A MEDICAL UNIT TO HELP THE HEALTH SYSTEM RESPOND TO PATIENTS. SUMMA DEVOTED ITS FEDERAL ADVOCACY EFFORTS TO EDUCATING AND ENGAGING LEGISLATORS AND STAFF ABOUT THE IMPORTANCE OF DELAYING SEQUESTRATION, PHYSICIAN FEE SCHEDULE, AND PAYGO CUTS WHILE THE HEALTH SYSTEM CONTINUED TO NAVIGATE THROUGH THE COVID-19 PANDEMIC. IN THESE DISCUSSIONS, HEALTH SYSTEM LEADERSHIP ALSO PROVIDED FEEDBACK ON THE COVID PATIENT REIMBURSEMENT SCHEDULE, THE FCC TELEHEALTH FUNDING INITIATIVE, THE MEDICARE ACCELERATED ADVANCED PAYMENT (AAP) AND PROVIDER RELIEF FUND (PRF) PROGRAMS. SUMMA ALSO EXPRESSED CONCERNS ABOUT RISING DRUG COSTS AND HEALTHCARE WORKFORCE SHORTAGES. LEADERSHIP SPECIFICALLY HIGHLIGHTED HOW RISING NURSE STAFF AGENCY RATES AFFECT CONTINUITY OF PATIENT CARE AND EMPLOYED STAFF MORALE. RISING AGENCY COSTS ALSO SIGNIFICANTLY IMPACT THE HOSPITAL'S EXPENSE TRENDS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $523,567 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,566,543 | BeginningYearBalanceAmt |
| Contributions | $923,605 | ContributionsAmt |
| Investment Earnings Or Losses | $772,888 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $29,263,036 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,418,953 | BeginningYearBalanceAmt |
| Contributions | $359,489 | ContributionsAmt |
| Investment Earnings Or Losses | $788,101 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $27,566,543 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,923,498 | BeginningYearBalanceAmt |
| Contributions | $3,075,711 | ContributionsAmt |
| Investment Earnings Or Losses | $1,419,744 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $26,418,953 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,691,956 | BeginningYearBalanceAmt |
| Contributions | -$86,257 | ContributionsAmt |
| Investment Earnings Or Losses | -$682,201 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $21,923,498 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,437,936 | BeginningYearBalanceAmt |
| Contributions | $426,808 | ContributionsAmt |
| Investment Earnings Or Losses | $1,827,212 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $22,691,956 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,081,433 | OtherCostOrOtherBasisAmt |
| Book Value | $1,081,433 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,141,238 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,893,429 | DepreciationAmt |
| Book Value | $10,247,809 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,978 | OtherCostOrOtherBasisAmt |
| Book Value | $19,978 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,894,609 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,400,994 | DepreciationAmt |
| Book Value | $19,493,615 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,574,959 | OtherCostOrOtherBasisAmt |
| Depreciation | $834,003 | DepreciationAmt |
| Book Value | $9,740,956 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,583,791 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $166,365,406 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $166,365,406 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CONTINGENCY PLANNING | $4,459,799 |
| OTHER ACCRUED TAXES | $64,006 |
| PAYABLES TO RELATED ORGANIZATIONS | $653,528,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $658,052,313 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | SUMMA HEALTH'S VISION IS TO CREATE A HEALTHCARE ENVIRONMENT THAT SURROUNDS AND CONNECTS PATIENTS, VISITORS AND STAFF WITH THE HEALING POWERS OF THE ARTS. THE ACQUISITION OF ART THROUGH DONATIONS FOR PERMANENT DISPLAYS IN SUMMA HEALTH'S NEW PATIENT TOWER, CONTRIBUTES TO THE HEALING ENVIRONMENT FOR BOTH PATIENTS AND CAREGIVERS. SUMMA HEALTH WILL STUDY THE IMPACT OF THE HEALING ARTS ON PATIENT OUTCOMES AND SHARE RESULTS TO IMPROVE CARE AND SERVE AS A NATIONAL MODEL. |
| PART V, LINE 4: | ENDOWMENT FUNDS PROVIDE INCOME TO BE USED TO FULFILL THE TAX-EXEMPT PURPOSES OF SUMMA FOUNDATION. |
| PART X, LINE 2: | SUMMA AND MOST OF ITS SUBSIDIARIES ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. SUMMA ALSO HAS CERTAIN SUBSIDIARIES THAT ARE TAXABLE FOR FEDERAL INCOME TAX PURPOSES. SC, TOGETHER WITH AFFILIATES OF SHSC, FILES A CONSOLIDATED FEDERAL INCOME TAX RETURN IN ACCORDANCE WITH A TAX-SHARING AGREEMENT DATED JANUARY 1, 2010. THE ENTITIES UTILIZE A CONSOLIDATED APPROACH TO THE ALLOCATION OF FEDERAL INCOME TAXES, WHEREAS SHSC'S TAX-SHARING AGREEMENT WITH ITS SUBSIDIARIES ALLOWS IT TO MAKE CERTAIN CODE ELECTIONS IN ITS CONSOLIDATED FEDERAL TAX RETURN. IN THE EVENT SUCH CODE ELECTIONS ARE MADE, ANY BENEFIT OR LIABILITY IS THE RESPONSIBILITY OF SHSC AND IS ACCRUED AND PAID BY THE PARTICIPATING SUBSIDIARIES. SC IS NOT SUBJECT TO STATE INCOME TAXES AS IT IS LICENSED AS A HEALTH INSURANCE COMPANY UNDER CHAPTER 1751 OF THE OHIO REVISED CODE. DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENT CARRYING AMOUNTS OF EXISTING ASSETS AND LIABILITIES AND THE RESPECTIVE TAX BASIS AND OPERATING LOSS AND TAX CREDIT CARRYFORWARDS. DEFERRED TAX ASSETS AND LIABILITIES ARE MEASURED USING ENACTED TAX RATES EXPECTED TO APPLY TO TAXABLE INCOME IN THE YEARS IN WHICH THOSE TEMPORARY DIFFERENCES ARE EXPECTED TO BE RECOVERED OR SETTLED. THE EFFECT ON DEFERRED TAX ASSETS AND LIABILITIES OF A CHANGE IN TAX RATES IS RECOGNIZED IN INCOME IN THE PERIOD THAT INCLUDES THE ENACTMENT DATE. SUMMA RECOGNIZES INTEREST INCOME, INTEREST EXPENSE, AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS WITHIN THE PROVISION FOR INCOME TAX. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | WHOLLY-OWNED FOREIGN INSURANCE COMPANY FOR SELF INSURANCE | SpecificServicesProvidedTxt |
| Region Total Expenditures | $56,070,405 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $56,070,405 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $56,070,405 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | METHOD TO ACCOUNT FOR EXPENDITURES ON ORGANIZATION'S FINANCIAL STATEMENTS: CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL |
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART I, LINE 3(F) | PROGRAM SERVICE ACTIVITY: $55,117,765 INVESTMENTS 952,640 EXPENSES $56,070,405 TOTAL |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $203,843 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $155,243 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $48,600 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $18,700 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $6,257 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $27,982 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $49,090 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,552 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $121,231 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $108,635 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $12,596 | GrossRevenueEvent2Amt |
| Entertainment Event2 | $37,880 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $3,750 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $325,074 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $263,878 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $61,196 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $18,700 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,257 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $27,982 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $86,970 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,302 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $148,211 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$87,015 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II FUNDRAISING EVENTS: | FormAndLineReferenceDesc |
| Explanation | THE GALA EVENT WAS CANCELED DUE TO COVID-19. FUND BALANCES WILL CARRY OVER TO THE 2022 EVENT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF AKRON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 BUCHTEL COMMON | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 346002924 | RecipientEIN |
| IRC Section | GOVERNMENTAL | IRCSectionDesc |
| Cash Grant | $250,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | CONSTRUCTION OF UNIVERSITY STADIUM AND NAMING RIGHTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| SUMMASHARES | 17 | $17,982 | $0 |
| MAMMOGRAM SCREENS | 69 | $24,112 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PROCEDURE FOR MONITORING GRANT FUNDS IS BASED ON THE CRITERIA ESTABLISHED PRIOR TO AWARDING THE GRANT OR ASSISTANCE. ONCE THE CRITERIA IS MET, A PAYMENT WILL BE MADE TO THE UNIVERSITY OR AGENCY UTILIZING THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| T CLIFFORD DEVENY MD | ||||||||||||||
| PRESIDENT & CEO | $1,112,488 | $0 | $202,311 | $0 | $8,124 | $0 | $178,442 | $0 | $28,348 | $0 | $1,529,713 | $0 | $0 | $0 |
| MARK TERPYLAK DO | ||||||||||||||
| SR. VP POPULATION HEALTH | $419,235 | $0 | $87,828 | $0 | $109,169 | $0 | $460,435 | $0 | $24,246 | $0 | $1,100,913 | $0 | $0 | $0 |
| PETER BITTENBENDER MD | ||||||||||||||
| DIRECTOR, CLINICAL PHYSICIAN | $0 | $684,239 | $0 | $71,998 | $0 | $1,200 | $0 | $7,991 | $0 | $25,890 | $0 | $791,318 | $0 | $0 |
| KEITH T COLEMAN | ||||||||||||||
| TREASURER, SR VP, CFO | $519,323 | $0 | $94,052 | $0 | $10,192 | $0 | $72,144 | $0 | $25,875 | $0 | $721,586 | $0 | $0 | $0 |
| BENJAMIN P SUTTON | ||||||||||||||
| CHIEF STRATEGY OFF., & PRES. | $438,556 | $0 | $77,707 | $0 | $1,614 | $0 | $64,709 | $0 | $30,239 | $0 | $612,825 | $0 | $0 | $0 |
| ROBERT A GERBERRY | ||||||||||||||
| SECRETARY/GENERAL COUNSEL | $415,421 | $0 | $75,388 | $0 | $2,783 | $0 | $60,494 | $0 | $19,689 | $0 | $573,775 | $0 | $0 | $0 |
| ELBRIDGE LOCKLEAR | ||||||||||||||
| SR. VP CIO (START 3/2021) | $353,796 | $0 | $0 | $0 | $1,863 | $0 | $36,456 | $0 | $15,279 | $0 | $407,394 | $0 | $0 | $0 |
| CYNTHIA S KELLEY DO | ||||||||||||||
| VP MEDICAL EDUCATION | $312,853 | $0 | $48,517 | $0 | $1,657 | $0 | $6,274 | $0 | $21,218 | $0 | $390,519 | $0 | $0 | $0 |
| ANTHONY COLLY | ||||||||||||||
| SR. VP HUMAN RESOURCES | $288,779 | $0 | $1,880 | $0 | $2,060 | $0 | $42,102 | $0 | $2,065 | $0 | $336,886 | $0 | $0 | $0 |
| ED FRIEDL | ||||||||||||||
| VP, CONSTRUCTION | $251,165 | $0 | $39,384 | $0 | $3,002 | $0 | $6,031 | $0 | $29,304 | $0 | $328,886 | $0 | $0 | $0 |
| JENNIFER EATON | ||||||||||||||
| VP RESEARCH | $250,739 | $0 | $39,115 | $0 | $1,161 | $0 | $8,591 | $0 | $22,035 | $0 | $321,641 | $0 | $0 | $0 |
| LYNN HAMRICH MD | ||||||||||||||
| DIRECTOR, CLINICAL PHYSICIAN | $0 | $277,088 | $0 | $500 | $0 | $1,548 | $0 | $8,372 | $0 | $30,507 | $0 | $318,015 | $0 | $0 |
| JUSTIN CATLETT | ||||||||||||||
| VP, CHIEF MEDICAL INFORMATION OFFICE | $251,582 | $0 | $500 | $0 | $264 | $0 | $5,986 | $0 | $31,798 | $0 | $290,130 | $0 | $0 | $0 |
| MICHELLE BISSON | ||||||||||||||
| VP, MARKETING AND COMMUNICATIONS | $220,979 | $0 | $27,967 | $0 | $5,242 | $0 | $7,767 | $0 | $28,072 | $0 | $290,027 | $0 | $0 | $0 |
| KENNETH WATERS | ||||||||||||||
| INTERIM SR. VP, CIO (END 4/2021) | $219,251 | $0 | $500 | $0 | $1,748 | $0 | $7,644 | $0 | $35,206 | $0 | $264,349 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: SUMMA HEALTH GROSSED UP TAXES FOR YEARS OF SERVICE ANNIVERSARIES IN THE AMOUNT OF $50 FOR EMPLOYEES WHO REACHED IMPORTANT MILESTONE ANNIVERSARIES; 5, 10, 15 YEARS, ETC. INCLUDED IN THESE MILESTONE ANNIVERSARY PAYMENTS WERE ONE KEY EMPLOYEE AND THREE HIGHLY COMPENSATED EMPLOYEES. THE AMOUNT OF THE GROSS UP IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION. |
| PART I, LINES 4A-B | PART I LINE 4A SEVERENCE OR CHANGE OF CONTROL PAYMENT: IN 2021 MARK TERPYLAK, DO RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $102,929 FROM THE ORGANIZATION. SEVERANCE AMOUNTS ARE TREATED AS TAXABLE COMPENSATION. PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: A SUPPLEMENTAL NON-QUALIFIED EXECUTIVE RETIREMENT PLAN IS TO PROVIDE KEY EMPLOYEES WITH ADDITIONAL COMPENSATION TO SUPPLEMENT THEIR RETIREMENT BENEFITS AND MITIGATE EFFECTS OF QUALIFIED RETIREMENT PLAN LIMITS. THE FOLLOWING LISTED PERSONS RECEIVED BENEFITS FROM THE ORGANIZATION OR FROM A RELATED ORGANIZATION: T. CLIFFORD DEVENY, MD $169,772, KEITH T. COLEMAN $63,753, ROBERT A. GERBERRY $51,101, ELBRIDGE LOCKLEAR $36,453, MARK TERPYLAK, DO $58,389, ANTHONY COLLY $35,061, BENJAMIN P. SUTTON $54,952. |
| PART I, LINE 7 | THE SUMMA HEALTH MANAGEMENT INCENTIVE PROGRAM IS DESIGNED TO REWARD EMPLOYEES FOR MEETING QUALITY, PERFORMANCE AND FINANCIAL TARGETS. THESE TARGETS INCLUDE CLINICAL QUALITY, PATIENT SATISFACTION, EMPLOYEE/PHYSICIAN SATISFACTION, OPERATING MARGIN AND THE STRENGTHENING OF THE BALANCE SHEET. PAYMENT IS BASED ON A FACTOR OF BASE COMPENSATION AND IS SUBJECT TO REVIEW AND APPROVAL BY SUMMA'S COMPENSATION COMMITTEE. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CAYLOR COLLY | |||
| FAMILY MEMBER OF ANTHONY COLLY, KEY EMPLOYEE | $76,138 | EMPLOYMENT | 0 |
| ALYSSA DRESSMAN | |||
| FAMILY MEMBER OF LYNN HAMRICH, MD DIRECTOR | $32,267 | EMPLOYMENT | 0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $505 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $504,134 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 164 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,956 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,335 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EQUIPMENT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS: SECURITIES - PUBLICLY TRADED: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS: THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF A SUMMA HEALTH OWNED ENTITY: MIDDLEBURY ASSURANCE COMPANY: T. CLIFFORD DEVENY, MD, ROBERT GERBERRY, KEITH COLEMAN SUMMA ACO DBA NEWHEALTH COLLABORATIVE: T. CLIFFORD DEVENY, MD, KEITH COLEMAN, ROBERT GERBERRY, MARK TERPYLAK, DO SUMMA HEALTH SYSTEM CORP: T. CLIFFORD DEVENY, MD, KEITH COLEMAN, ROBERT GERBERRY THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF AN ENTITY IN WHICH SUMMA HEALTH SYSTEM HAS AN OWNERSHIP INTEREST: SUMMA REHAB HOSPITAL: MARK TERPYLAK, DO AND BENJAMIN SUTTON THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF A SUMMA HEALTH SYSTEM CORP., A SUMMA HEALTH OWNED ENTITY: SUMMA MANAGEMENT SERVICES ORG.: KEITH COLEMAN, ROBERT GERBERRY SUMMACARE AND SUMMA INSURANCE COMPANY: T. CLIFFORD DEVENY, MD, GEORGE STRICKLER, ROBERT GERBERRY, KEITH T. COLEMAN, AND BENJAMIN SUTTON BUSINESS RELATIONSHIP: T. CLIFFORD DEVENY, M.D., MARK TERPYLAK, D.O. |
| FORM 990, PART VI, SECTION A, LINE 4 | SUMMA HEALTH SYSTEM COMMUNITY WAS REMOVED AS A MEMBER OF THE CORPORATION. THE NUMBER OF DIRECTORS CHANGED FROM 11 TO 16 TO 11 TO 15 THE SELECTION PROCESS FOR PHYSICIAN DIRECTORS WAS MODIFIED THE MAXIMUM TERM OF DIRECTORS CHANGES TO THREE (3) TERMS OF THREE (3) YEARS THE ROLE OF EMERITUS DIRECTORS HAVE BEEN REMOVED FROM THE CODE ADDED AN EXPECTATION OF 75% ATTENDANCE AT ALL MEETINGS CHANGED THE ACCEPTABLE METHODS BY WHICH NOTICE CAN BE GIVEN TO DIRECTORS CHANGED TO REQUIRE A SUPER MAJORITY FOR THE REMOVAL OF DIRECTORS/OFFICERS MODIFIED TO ADD SUMMA HEALTH GIFT POLICY TO THE CODE OF REGULATIONS ADDED A SECTION TO PERMIT THE SECRETARY OF SUMMA HEALTH TO AMEND THE CODE OF REGULATIONS DUE TO REQUIRED TECHNICAL OR LEGAL MODIFICATIONS WITHOUT THE NEED FOR BOARD APPROVAL (I.E. RENUMBERING, INACCURATE CROSS-REFERENCES, COMMITTEE NAMES, ETC.) |
| FORM 990, PART VI, SECTION A, LINE 6 | THE DIRECTORS OF SUMMA HEALTH ARE THE MEMBERS OF SUMMA HEALTH AND HAVE ALL THE RIGHTS AND PRIVILEGES OF MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEW OF FORM 990 BY GOVERNING BODY: THE RETURN WAS REVIEWED IN DETAIL BY A COMMITTEE CONSISTING OF INTERNAL LEGAL COUNSEL, FINANCIAL MANAGEMENT, AND AN EXTERNAL TAX ADVISOR. THE REVIEW COMMITTEE INCLUDED THE SENIOR VICE PRESIDENT, FINANCE & CFO AND THE SENIOR VICE PRESIDENT, LEGAL SERVICES & GENERAL COUNSEL. THIS DETAILED REVIEW OCCURRED IN OCTOBER 2022. FOLLOWING THIS REVIEW AND INCORPORATION OF CHANGES RECOMMENDED BY THIS COMMITTEE, THE RETURN WAS PROVIDED TO THE SUMMA HEALTH COMMITTEE ON GOVERNANCE PRIOR TO ITS OCTOBER 2022 MEETING FOR FURTHER REVIEW. THE COMMITTEE ON GOVERNANCE IS A STANDING COMMITTEE APPOINTED BY THE SUMMA HEALTH BOARD OF DIRECTORS AND INCLUDES MEMBERS OF THE BOARD OF DIRECTORS. AFTER THESE REVIEWS BY THE COMMITTEE ON GOVERNANCE AND THE COMMUNITY BENEFITS COMMITTEE, AND PRIOR TO FILING WITH THE IRS, AN EMAIL WAS SENT TO EACH VOTING MEMBER OF THE BOARD OF DIRECTORS. THIS EMAIL INCLUDED INSTRUCTIONS AND A LINK TO A PASSWORD-PROTECTED WEB SITE ON WHICH THE ENTIRE FORM 990 WAS AVAILABLE FOR VIEWING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST PROCESS SUMMARY: A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT ANNUALLY TO ALL SUMMA HEALTH ENTITIES' BOARDS OF DIRECTORS, KEY EMPLOYEES, SENIOR MANAGERS, MEDICAL DIRECTORS, ADMINISTRATIVE DIRECTORS, EXECUTIVE DIRECTORS, DEPARTMENT HEADS, MANAGERS, SUPERVISORS, AND MEMBERS OF PURCHASING COMMITTEES FOR COMPLETION. RESPONSES ARE INDIVIDUALLY REVIEWED FOR DETERMINATION OF POTENTIAL CONFLICTS. THOSE RESPONSES DEEMED TO PRESENT POTENTIAL CONFLICTS ARE THEN PRESENTED TO THE COMMITTEE ON GOVERNANCE (SUB-COMMITTEE OF THE SUMMA HEALTH BOARD OF DIRECTORS). THE COMMITTEE ON GOVERNANCE REVIEWS EACH RESPONSE THAT PRESENTS A POTENTIAL CONFLICT AND DETERMINES WHETHER ADDITIONAL ACTION IS REQUIRED TO ELIMINATE OR MITIGATE THE POTENTIAL CONFLICT. THIS ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE PROCESS IS MANAGED BY THE CORPORATE COMPLIANCE DEPARTMENT PURSUANT TO THE SUMMA HEALTH POLICY ON CONFLICT OF INTEREST AS APPROVED BY THE SUMMA HEALTH BOARD OF DIRECTORS. IN ADDITION TO THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, THE CONFLICT OF INTEREST POLICY IMPOSES A DUTY TO DISCLOSE CONFLICTING INTERESTS ON AN ONGOING BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL AND OTHER EMPLOYEES: EXECUTIVE COMPENSATION: THE COMPENSATION COMMITTEE OF THE SUMMA HEALTH BOARD OF DIRECTORS MEETS AT LEAST TWICE EACH YEAR TO REVIEW AND APPROVE BASE COMPENSATION AND TOTAL REMUNERATION FOR EXECUTIVE STAFF. EACH VOTING MEMBER OF THE COMPENSATION COMMITTEE IS AN INDEPENDENT DIRECTOR AND IS NOT AFFILIATED WITH MANAGEMENT. THE COMPENSATION COMMITTEE ENGAGES OUTSIDE CONSULTING SUPPORT TO PROVIDE INDEPENDENT MARKET DATA, ADVICE AND COUNSEL TO THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE HAS USED KORN FERRY, A NATIONALLY RECOGNIZED CONSULTING FIRM, TO ASSIST THEIR EFFORTS. KORN FERRY PROVIDES THE FOLLOWING SERVICES TO THE COMPENSATION COMMITTEE: (A) EDUCATION OF COMMITTEE MEMBERS REGARDING EXECUTIVE COMPENSATION TRENDS AND BEST PRACTICES IN HEALTHCARE ORGANIZATIONS; (B) ASSESSMENT OF THE MARKET COMPETITIVENESS AND REASONABLENESS OF SUMMA'S EXECUTIVE COMPENSATION PROGRAMS INCLUDING BASE SALARY, INCENTIVE COMPENSATION, CORE AND EXECUTIVE BENEFITS, AS WELL AS THEIR ALIGNMENT WITH THE MISSION AND FUTURE PERFORMANCE EXPECTATIONS; (C) WRITTEN, DETAILED EVALUATION OF THE MARKET REASONABLENESS OF SUMMA'S EXECUTIVE COMPENSATION AND BENEFITS PROGRAM; AND (D) ONGOING SUPPORT AND INDEPENDENT ADVICE TO THE COMPENSATION COMMITTEE ON MATTERS RELATED TO EXECUTIVE COMPENSATION. THE COMPENSATION COMMITTEE CONTEMPORANEOUSLY DOCUMENTS ITS DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARRANGEMENTS FOR EACH POSITION LISTED BELOW. EACH YEAR THE COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION FOR THE FOLLOWING POSITIONS: SUMMA HEALTH PRESIDENT & CEO SENIOR VICE PRESIDENT, FINANCE & CFO SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER & GENERAL COUNSEL PRESIDENT, AMBULATORY CARE CLINICAL SERVICE LINES, CHIEF STRATEGY OFFICER SENIOR VICE PRESIDENT, IT&S & CIO SENIOR VICE PRESIDENT, CHIEF HUMAN RESOURCES OFFICER PRESIDENT, SUMMACARE SENIOR VICE PRESIDENT, POPULATION HEALTH, PRESIDENT ACO/NHC SENIOR VICE PRESIDENT, SYSTEM CHIEF NURSING EXECUTIVE PRESIDENT, SUMMA AKRON AND ST. THOMAS PRESIDENT, SUMMA BARBERTON PRESIDENT, FOUNDATION, CHIEF DEVELOPMENT OFFICER PRESIDENT, SUMMA HEALTH MEDICAL GROUP |
| FORM 990, PART VI, SECTION C, LINE 19 | REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC: SUMMA HEALTH MAKES ITS CONFLICTS OF INTEREST POLICY AVAILABLE UPON REQUEST. THE ARTICLES OF INCORPORATION OF SUMMA HEALTH AND ITS RELATED ENTITIES ARE AVAILABLE ON THE WEBSITE OF THE OHIO SECRETARY OF STATE (WWW.SOS.STATE.OH.US). SUMMA HEALTH MAKES ITS FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE (WWW.SUMMAHEATLH.ORG). THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS. (WWW.EMMA.MSRB.ORG). |
| FORM 990, PART IX, LINE 11G | NON-BILLABLE PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 4,714,042. MANAGEMENT AND GENERAL EXPENSES 767,402. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,481,444. CONSULTANT FEES: PROGRAM SERVICE EXPENSES 8,964,239. MANAGEMENT AND GENERAL EXPENSES 1,459,295. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,423,534. EQUIPMENT MAINTENANCE: PROGRAM SERVICE EXPENSES 1,200,629. MANAGEMENT AND GENERAL EXPENSES 195,451. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,396,080. PHYSICIAN SERVICES: PROGRAM SERVICE EXPENSES 53,394. MANAGEMENT AND GENERAL EXPENSES 8,692. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,086. |
| FORM 990, PART XI, LINE 9: | TRANSFERS TO/FROM AFFILIATES -34,476,000. OTHER ADJUSTMENTS CHANGE IN ASSETS WITH DONOR RESTRICTIONS 5,561,000. OTHER NET ASSETS ADJUSTMENTS 32,000. ENTRY ON FINANCIAL STATEMENT FOR SUBSIDIARY NOT REPORTABLE ON FORM 990 670,215. NET ASSETS RELEASED FROM RESTRICTION FOR CAPITAL CHANGE IN TEMPORARILY RESTRICTED NET ASSETS -4,449,261. CHANGE IN PERMANENTLY RESTRICTED NET ASSETS -1,696,493. OTHER ADJUSTMENT FOR ROUNDING 2,889. |
| PART XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMA HEALTH NETWORK LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 EAST MARKET STREET | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341887844 | EIN |
| Primary Activities | CONTRACTING | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $4,052,000 | TotalIncomeAmt |
| End Of Year Assets | $14,399,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMA HEALTH | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMA HEALTH SYSTEM COMMUNITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 GORGE BLVD | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 443092090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463018310 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12B TYPE II | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| SUMMA REHAB HOSPITAL | |||||||||
| 29 NORTH ADAMS STREET | AKRON | OH | 44034 | 271952573 | REHAB HOSPITAL | OH | N/A | 0 | 0 |
| SUMMA HHAH HOLDINGS LLC | |||||||||
| C/O 1077 GORGE BLVD | AKRON | OH | 44310 | 823600079 | HOME HEALTH AND HOSPICE | OH | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OHIO HEALTH CHOICE INC | ||||||||||||||||
| 1077 GORGE BLVD | AKRON | OH | 443092090 | 341895396 | PPO | OH | SUMMA HEALTH SYSTEM CORP | C | $1,906,000 | $4,245,000 | 0.80000 | Yes (1) | ||||
| SUMMA INSURANCE COMPANY INC | ||||||||||||||||
| 1200 E MARKET ST 400 | AKRON | OH | 44305 | 341809108 | PROP/CAS INS | OH | SUMMACARE INC | C | $109,419,820 | $57,076,755 | 1.00000 | Yes (1) | ||||
| SUMMA HEALTH SYSTEM CORP | ||||||||||||||||
| 1077 GORGE BLVD | AKRON | OH | 443092090 | 341515252 | MGMT SVCS | OH | SUMMA HEALTH | C | 1.00000 | Yes (1) | ||||||
| WADSWORTH RITTMAN HOS PROF SVC CORP | ||||||||||||||||
| 195 WADSWORTH RD | WADSWORTH | OH | 44281 | 010842997 | PROF MED SVCS | OH | SUMMA HEALTH SYSTEM CORP | C | 1.00000 | Yes (1) | ||||||
| MIDDLEBURY ASSURANCE COMPANY | ||||||||||||||||
| 980405096 | SELF INSURANCE | SUMMA HEALTH | C | $13,839,000 | $72,034,000 | 1.00000 | Yes (1) | PO BOX 1051 KY1-1102 | GRAND CAYMAN | CJ | CJ | |||||
| SUMMACARE INC | ||||||||||||||||
| 1200 E MARKET ST 400 | AKRON | OH | 44305 | 341726655 | PROP/CAS INS | OH | SUMMA HEALTH SYSTEM CORP | C | $287,324,785 | $113,281,777 | 1.00000 | Yes (1) | ||||
| SUMMA ACCOUNTABLE CARE ORGANIZATION | ||||||||||||||||
| 1077 GORGE BLVD | AKRON | OH | 443092090 | 273857055 | CONTRACTING | OH | SUMMA HEALTH | C | $11,829,000 | $3,870,000 | 1.00000 | Yes (1) | ||||
| HEALTH CARE CENTERS PHYSICIANS INC | ||||||||||||||||
| 1077 GORGE BLVD | AKRON | OH | 443092090 | 341692767 | INACTIVE | OH | SUMMA HEALTH SYSTEM CORP | C | 1.00000 | Yes (1) | ||||||
| SUMMA MANAGEMENT SERVICES ORGANIZATION | ||||||||||||||||
| 1200 E MARKET ST 400 | AKRON | OH | 44305 | 461145832 | MGMT SVCS | OH | SUMMA HEALTH SYSTEM CORP | C | $33,213,000 | $5,640,000 | 1.00000 | Yes (1) | ||||
| SUMMA INTEGRATED SERVICES ORGANIZATION | ||||||||||||||||
| 1200 E MARKET ST 400 | AKRON | OH | 44305 | 461159251 | MGMT SVCS | OH | SUMMA HEALTH SYSTEM CORP | C | $4,667,000 | $11,766,000 | 1.00000 | Yes (1) | ||||
| SUMMACARE OF MICHIGAN INC | ||||||||||||||||
| 1200 E MARKET ST 400 | AKRON | OH | 44305 | 843836552 | PROP/CAS INS | OH | SUMMACARE INC | C | $81 | $1,497,848 | 1.00000 | Yes (1) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (17 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OHIO HEALTH CHOICE INC | ||
| A | $65,446 | FMV |
| SUMMA ACCOUNTABLE CARE ORGANIZATION | ||
| A | $98,336 | FMV |
| MIDDLEBURY ASSURANCE COMPANY | ||
| B | $14,815,634 | COST |
| MIDDLEBURY ASSURANCE COMPANY | ||
| F | $8,278,463 | FMV |
| SUMMA HEALTH SYSTEM | ||
| L | $619,848 | FMV |
| SUMMA ACCOUNTABLE CARE ORGANIZATION | ||
| Q | $49,692 | FMV |
| SUMMA HEALTH SYSTEM | ||
| Q | $149,629,668 | COST |
| SUMMA PHYSICIANS INC DBA SUMMA HEALTH MEDICAL GROUP | ||
| Q | $7,083,156 | COST |
| SUMMA INSURANCE COMPANY | ||
| Q | $581,697 | FMV |
| SUMMACARE INC | ||
| Q | $1,521,375 | FMV |
| SUMMA INTEGRATED SERVICE ORGANIZATION | ||
| Q | $134,244 | FMV |
| OHIO HEALTH CHOICE INC | ||
| Q | $80,460 | FMV |
| SUMMA HEALTH SYSTEM | ||
| S | $1,015,000 | COST |
| SUMMA PHYSICIANS INC DBA SUMMA HEALTH MEDICAL GROUP | ||
| R | $32,913,000 | COST |
| SUMMA FOUNDATION | ||
| R | $2,766,000 | COST |
| MIDDLEBURY ASSURANCE COMPANY | ||
| F | $328,850 | COST |
| SUMMA FOUNDATION | ||
| C | $12,842,550 | COST |